LIFETIME PLANNING, INC.
LIFETIME PLANNING, INC. of CAMARILLO, CA is an SEC-registered investment adviser (CRD 111784).
Registration
- CRD: 111784
- SEC file number: 801-68952
- Type: Registered investment adviser
- Location: 1200 PASEO CAMARILLO, SUITE 190, CAMARILLO, CA, 93010-6050
- Phone: 805-987-8938
- Latest filing: 2011-06-24
- Clients: 6
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SMITH MATTHEW MICHAEL | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| SMITH ERIC SHANNON | SECRETARY/TREASURER | — |
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